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Sheena Morrow

@sheenamorrow

Detail-oriented financial analyst specializing in modeling, forecasting, and compliant, data-driven banking decisions.

United States
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What I'm looking for

I’m seeking a finance position within a banking institution where I can apply financial modeling, compliance knowledge, and risk-aware analysis to support loan and credit decisions and improve reporting, forecasting accuracy, and customer-focused outcomes.

I’m a detail-oriented Financial Analyst with 5+ years of experience in financial modeling, banking operations support, risk assessment, and data-driven decision-making. I enhance financial reporting efficiency, improve forecasting accuracy, and uphold strong regulatory and compliance standards.

In my current role, I develop financial models, trend analyses, and executive-level financial reports that support strategic decisions. I create and maintain performance dashboards for senior leadership to monitor KPIs and operational efficiency, and I collaborate cross-functionally to implement cost-saving and process improvement initiatives.

I also manage Accounts Payable, invoice processing, vendor communications, and month-end financial reconciliations, while conducting variance analysis, cash flow reviews, and KPI tracking for operational leadership. Previously, as a Manager & Certified Tax Professional, I prepared individual and business tax returns with IRS compliance, delivered strategic tax planning and financial advisory services, and used budgeting, forecasting, and investment strategy guidance—along with market research and financial risk assessments—to support client decisions. I bring a strong foundation in AP/AR, reconciliations, financial reviews, ERP systems, and GAAP-aligned work, and I’m seeking a finance role within a banking institution to leverage my analytical skills, compliance knowledge, and customer-focused expertise.

Experience

Work history, roles, and key accomplishments

MS
Current

Tax & Finance Manager

MG Tax Service

Jan 2018 - Present (8 years 4 months)

Prepare individual and business tax returns with accuracy and IRS compliance while delivering tax planning and financial advisory to improve client outcomes. Support client budgeting, forecasting, investment strategy guidance, and financial risk assessments, and maintain improved record-keeping systems.

Education

Degrees, certifications, and relevant coursework

Baker University logoBU

Baker University

Bachelor of Business Administration, Finance

Grade: Cum laude

Earned a Bachelor of Business Administration with a concentration in Finance from Baker University (Cum Laude).

University of Michigan logoUM

University of Michigan

Associate of Business Administration, Business Administration

Earned an Associate of Business Administration from the University of Michigan.

Tech stack

Software and tools used professionally

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